2026-04-08T22:25:30-05:00 2025-12-31 742606559 ADKF PC 9601 MCALLISTER FREEWAY SUITE 800 SAN ANTONIO TX 78216 990 2025-01-01 822798932 SAMF FUND SAMF 2106143724 PO BOX 29736 SAN ANTONIO TX 78229 RICHARD PEREZ PRESIDENT 2106143724 2026-04-08 1 JOSEPH A HERNANDEZ P00950841 2108291300 2026-04-08 2025 2025-03-06 01:10:19Z RICHARD PEREZ PO BOX 29736 SAN ANTONIO TX 78229 1430781 0 X N/A X 2017 TX THE PRIMARY ACTIVITY OF SAMF FUND IS TO SUPPORT THE SAN ANTONIO MEDICAL FOUNDATION, A 501(C) (3) ORGANIZATION BY MANAGING ITS INVESTMENTS AND UNRELATED REAL ESTATE. 9 9 0 0 0 0 151345 364563 0 0 545310 613939 191040 452279 887695 1430781 994891 1999281 0 0 21069 23287 0 0 4164 38807 60624 1054767 2083192 -167072 -652411 21489752 23163119 34308 33301 21455444 23129818 THE PRIMARY ACTIVITY OF SAMF FUND IS TO SUPPORT THE SAN ANTONIO MEDICAL FOUNDATION, A 501(C) (3) ORGANIZATION BY MANAGING ITS INVESTMENTS AND UNRELATED REAL ESTATE. 0 0 2032342 1999281 SAN ANTONIO MEDICAL FOUNDATION, A 501(C) (3) ORGANIZATION, IS THEBENEFICIARY RELATED TO THIS ORGANIZATION'S MANAGEMENT OFINVESTMENTS AND UNRELATED REAL ESTATE. 2032342 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X RICHARD PEREZ 2106143724 PO BOX 29736 SAN ANTONIO TX 78229 LETICIA MOND CHAIR 1.50 X X 0 0 0 CONNIE GILBERT SECRETARY 1.50 X X 0 0 0 RICHARD PEREZ SAMF PRESIDENT 4.00 36.00 X 0 290640 0 BYRON HEPBURN MD SAMF CHAIR 1.50 X X 0 0 0 ELIZABETH CRAWFORD DIRECTOR 1.50 X 0 0 0 JOHN KEETON DIRECTOR 1.50 X 0 0 0 GABRIELE NIEDERAUER PHD DIRECTOR 1.50 X 0 0 0 STEPHANIE CHANDLER DIRECTOR 1.50 X 0 0 0 DENISE GREEN DIRECTOR 1.50 X 0 0 0 HARRY SCHWETHELM DIRECTOR 1.50 X 0 0 0 0 290640 0 0 0 1 0 0 364563 364563 613939 613939 336343 0 336343 336343 336343 OTHER INCOME FOR RECON 900099 115936 115936 115936 1430781 452279 0 613939 1999281 1999281 23287 17466 4657 1164 32205 32205 11158 2012 9146 15000 12000 3000 2261 1583 678 2083192 2032342 46686 4164 719210 490828 2000 2000 479149 479149 479149 20289393 22191142 21489752 23163119 27191 29240 7117 4061 34308 33301 X 19798450 21197085 1656994 1932733 21455444 23129818 21489752 23163119 -652411 2326785 0 X 0 1 X 1 0 X X 1 SAN ANTONIO MEDICAL FOUNDATION 741366280 4 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1656994 275739 0 1932733 1452993 204001 1656994 1226004 241989 15000 1452993 1482977 -236973 20000 1226004 1302735 195242 15000 1482977 1 0 479149 479149 479149 INTERCOMPANY PAYABLE TO SAMF 4061 4061 X 3374189 2326785 13391 2340176 1034013 32205 364563 396768 1430781 2064378 13391 13391 2050987 32205 32205 2083192 PART V, LINE 4: THE FOUNDATION'S INTENDED USE OF THE ENDOWMENT FUNDS IS TO SUPPORT STRATEGIC STUDIES AND THEIR IMPLEMENTATION, SO AS TO IDENTIFY AND PROMOTE HEALTHCARE NEEDS FOR THE CITIZENS OF SAN ANTONIO AND SOUTH TEXAS. THE INVESTMENTS ARE HELD AND MANAGED BY FIDELITY INVESTMENTS. PART X, LINE 2: THE FOUNDATION IS A NOT-FOR-PROFIT, SECTION 501(C) (3) ORGANIZATION. THE FOUNDATION ACCOUNTS FOR UNCERTAIN TAX POSITIONS, WHEN APPLICABLE, THROUGH THE PROVISIONS OF ASC 740-10-25. UNDER ASC 740-10-25, AN ORGANIZATION MUST RECOGNIZE THE TAX BENEFIT ASSOCIATED WITH TAX POSITIONS TAKEN FOR TAX RETURN PURPOSES WHEN IT IS MORE-LIKELY-THAN-NOT THAT THE POSITION WILL BE SUSTAINED. AT DECEMBER 31, 2025 AND 2024, NO UNCERTAIN TAX POSITIONS HAVE BEEN IDENTIFIED. THE FEDERAL TAX RETURNS FOR THE LAST FOUR YEARS REMAIN SUBJECT TO EXAMINATION. IF APPLICABLE, INTEREST AND PENALTIES RELATED TO UNCERTAIN TAX POSITIONS WILL BE RECOGNIZED IN INCOME TAX EXPENSE. FOR THE YEARS ENDED DECEMBER 31, 2025 AND 2024, THE FOUNDATION DID NOT RECOGNIZE ANY RELATED INTEREST OR PENALTIES. PART XI, LINE 4B - OTHER ADJUSTMENTS: TRANSFERRED FUNDS FROM SAMF 364,563. 1 UT HEALTH SAN ANTONIO 7703 FLOYD CURL DR SAN ANTONIO TX 78229 741586031 199960 0 BREAKTHROUGHS IN PHAGE THERAPY THE METIS FOUNDATION 84 NE INTERSTATE 410 LOOP 325 SAN ANTONIO TX 78216 472219464 199784 0 INTERVENTION-BASED MATERNAL HEALTH PREDICTION UT HEALTH SAN ANTONIO 7703 FLOYD CURL DR SAN ANTONIO TX 78229 741586031 200000 0 DISCOVERY, CHARACTERIZATION, VALIDATION HCC BIOMARKERS UTSA ONE UTSA CIRCLE SAN ANTONIO TX 78249 741977996 199537 0 BIOBEHAVIORAL TBI PROFILES IN VETERANS TRINITY UNIVERSITY 1 TRINITY PLACE SAN ANTONIO TX 78212 741109633 200000 0 SUPPRESSING RELAPSE BY ENCHANCING OXYTOCIN CITY OF SAN ANTONIO 100 MILITARY PLAZA SAN ANTONIO TX 78205 474739277 1000000 0 GRANT FOR LISA STARR ROSENTEIN PARK IN THE SOUTH TEXAS MEDICAL CENTER X 0 0 0 0 0 0 0 0 0 RICHARD PEREZ SAMF PRESIDENT 0 239820 0 21000 0 29820 0 0 0 0 0 290640 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS GIVEN TO THE ENTIRE BOARD ELECTRONICALLY FOR THEIR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C IN ORDER TO DETERMINE WHETHER A FINANCIAL INTEREST OF AN INTERESTED PERSON MAY RESULT IN A CONFLICT OF INTEREST, EACH TRUSTEE, OFFICER, AND COMMITTEE OR TASK FORCE MEMBER HAVING A POSSIBLE CONFLICT OF INTEREST ON ANY MATTER UNDER CONSIDERATION AT ANY MEETING OF TRUSTEES (AS DEFINED IN SECTION III BELOW) MUST DISCLOSE THE FULL NATURE OF THE INTEREST TO THE OTHER TRUSTEES OR COMMITTEE OR TASK FORCE MEMBERS. IF IT IS DETERMINED THAT A CONFLICT OF INTEREST EXISTS, THE FOLLOWING PROCEDURES SHALL BE USED TO ADDRESS THE CONFLICT OF INTEREST: THE INTERESTED TRUSTEE(S), OFFICER(S), OR COMMITTEE OR TASK FORCE MEMBER(S) MUST LEAVE THE MEETING OF TRUSTEES DURING THE DISCUSSION OF AND THE VOTE ON THE TRANSACTION OR ARRANGEMENT WHICH RESULTS IN THE CONFLICT OF INTEREST. FURTHER, IF THE VOTE ON THE TRANSACTION OR ARRANGEMENT IS DEFERRED TO A LATER DATE, THE INTERESTED TRUSTEE(S), OFFICER(S), OR COMMITTEE OR TASK FORCE MEMBER(S) SHALL NOT ADVOCATE TO OTHER TRUSTEES, OFFICERS, OR COMMITTEE OR TASK FORCE MEMBERS A SPECIFIC ACTION OR DECISION RELATING TO THE TRANSACTION OR ARRANGEMENT DURING THE TIME PRIOR TO THE DATE OF THE VOTE THEREON. IF APPROPRIATE, A NON-INTERESTED PERSON, COMMITTEE, SUBCOMMITTEE OR TASK FORCE SHALL BE APPOINTED BY THE BOARD OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. MAJORITY VOTE OF NON-INTERESTED TRUSTEES OR COMMITTEE OR TASK FORCE MEMBERS PRESENT, MUST DETERMINE THAT THE TRANSACTION OR ARRANGEMENT IS IN THE BEST INTEREST OF FUND AND FOR ITS OWN BENEFIT, IS FAIR AND REASONABLE TO FUND AND, AFTER EXERCISING DUE DILIGENCE, MUST DETERMINE THAT FUND COULD NOT OBTAIN A MORE MATERIALLY ADVANTAGEOUS TRANSACTION OR ARRANGEMENT WITH REASONABLE EFFORTS UNDER THE CIRCUMSTANCES. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, AND FORM 990 ARE AVAILABLE UPON REQUEST. THE ANNUAL REPORT IS ALSO AVAILABLE ON THE ORGANIZATION'S WEBSITE, WWW.SAMEDFOUNDATION.ORG. SAMF REAL ESTATE LLC PO BOX 29736 SAN ANTONIO TX 78229 RE HOLDING CO. TX SAMF FUND SAN ANTONIO MEDICAL FOUNDATION PO BOX 29736 SAN ANTONIO TX 78229 741366280 REAL ESTATE TX 501(C)(3) LINE 7 N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 SAN ANTONIO MEDICAL FOUNDATION C 364563 FMV